Latest Stock Buy or Sell?

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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. We think TCL.A continues to have potential as it transitions its print business into digital media operations and through acquisitions. However, given the lack of growth we have seen over the years and the slow growth expected, we think there are other names today that can pay a similar yield, while showing better growth. This is in part due to the market sell-off, which has resulted in many quality names having higher dividend yields. We view the recent rally in TCL.A shares as an opportunity to sell and raise cash for future opportunities.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Dye & Durham Ltd (DND) stock was down 26.2% on the month and 69.63% YTD. It is a leading provider of cloud-based software and technology solutions to improve efficiency and productivity for legal and business professionals. There have been no earnings announcements since May 12th and so the movement in the share price in August is due to the collective views of the shareholders. We need to await evidence that management has got its expenses under better control before the stock price will get on a rising trajectory.

CAE Inc (CAE) stock declined 32.07% on the month and 26.32% YTD. It is a technology company which digitalizes the physical world by deploying simulation training and critical operations support solutions. On the positive side, the order backlog increased 26% to $10.026 billion. This is a solid long-established global operation which should deliver results in future to support a higher stock price.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. A Disconnect between the Markets and the Economy. As most of us have heard before, the financial markets are forward-looking. One of the biggest hurdles for investors is trying to understand when periods of disconnect between the markets and the underlying economy occur. Take 2020 for instance, the financial markets declined roughly 30%, and yet we were just at the precipice of the economy locking down for an indefinite number of months, which would lead to massive losses in corporate profits. When the markets rebounded in the following months, many investors were left scratching their heads as to how the markets could be increasing in the face of a worsening economy. The biggest takeaway from this period in time was that the markets were forward-looking and pricing in the impacts of QE, fiscal stimulus, interest rate declines, and the ingenuity of consumers to shift their spending to online.

It's losing money, though he knows it will be profitable next year. That said, you can enter this at $28-29, not now at $31.

A favourite of his, but they spend $20 billion on a company that the street valued at $10 billion last year. Wouldn't it have been chepaer to replicate their product instead? Maybe Adobe needs this acquisition to jump-start their business. The company has an historic growth rate north of 20%, though lower lately. Does this company deserve to sell at less than 19x earnings for 2023? Will you lose money a year from now on this after shares have fallen 50% from its highs? Could the market have been that wrong when Adobe hit $699 before the US Fed hiked rates? Or is Adobe still too high?